DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Tony M Pritchett

Cambridge Investment Research Advisors, Inc.BD affiliatedColumbus, Ohdual registrantIAPD 4594040

Chartered Financial Consultant

Feed of 09/14/2026

At current firm

0 y

since May 28, 2026

In the industry

12 y

since Oct 18, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cambridge Investment Research Advisors, Inc. BD affiliated current
since May 28, 2026 · Columbus, Oh
Ard Advisory Services, LLC state registered
Nov 22, 2025 to Apr 23, 2026 · Dublin, Oh
Wellth Advisory Services, LLC institutional
Jun 28, 2024 to Dec 5, 2025 · Westerville, Oh
Global Retirement Partners LLC institutional
May 1, 2023 to Jul 5, 2024 · Columbus, Oh
Oneamerica Securities, Inc. BD affiliated
Feb 4, 2015 to May 11, 2023 · Columbus, Oh

Moves

a registration end followed by a registration begin elsewhere

Ard Advisory Services, LLC to Cambridge Investment Research Advisors, Inc.
left Apr 23, 2026, registered May 28, 2026 (35 days) · Other
Wellth Advisory Services, LLC to Ard Advisory Services, LLC
left Dec 5, 2025, registered Nov 22, 2025 (-13 days) · Other
Global Retirement Partners LLC to Wellth Advisory Services, LLC
left Jul 5, 2024, registered Jun 28, 2024 (-7 days) · corporate re-registration, not a move
Oneamerica Securities, Inc. to Global Retirement Partners LLC
left May 11, 2023, registered May 1, 2023 (-10 days) · Other

Signals

Tony M Pritchett left Ard Advisory Services, Llc for Cambridge Investment Research Advisors, Inc. (registered 2026-05-28)
Apr 23, 2026 · Advisor changed firm · fact
Tony M Pritchett left Wellth Advisory Services, Llc for Ard Advisory Services, Llc (registered 2025-11-22)
Dec 5, 2025 · Advisor changed firm · fact
Tony M Pritchett left Oneamerica Securities, Inc. for Global Retirement Partners Llc (registered 2023-05-01)
May 11, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address